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Setting Up CSV Files from Rome Technologies for Import into Accounting

Autosoft -

You must save the CSV file you wish to import from Rome Technologies into the DMS as “AutosoftRO.csv” within a folder you create in the AD (Autosoft Directory) folder that you must name "Rome." Each time you save a new file to this folder for import, overwrite any existing file in the folder to ensure the proper file is imported. When you attempt to import the file, the DMS will look to this location for the appropriately named file. This process may differ based on the version of Microsoft Office installed in your dealership.

Step 1. Navigate to the AD (Autosoft Directory) folder.

Step 2. Right-click and click New.

Step 3. Click Folder from the menu that appears.

Create_new_folder.png

Step 4. Name the folder Rome. If you are not readily able to name the folder, right-click on the folder and select Rename.

For step-by-step directions on importing the CSV file into the Accounting module of Autosoft DMS, see the Knowledge Base article, "Importing a CSV File into Autosoft DMS."

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